Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Suggested answer

Creating/Using a dynamic email campaign

(0) ShareShare
ReportReport
Posted on by 15

We have Dynamics 365 CRM Marketing and I would like to know how to setup an dynamic email campaign, using filters, that automatically adds future new contacts to the campaign? In short, we use industries as a filter and I want to be sure that once we create the campaign, as long as it remains active, any and all newly added contacts into CRM with that industry, are added to the campaign.

Thank you.

  • Suggested answer
    Leco Lv Profile Picture
    Leco Lv on at
    RE: Creating/Using a dynamic email campaign

    Hi partner,

    If it's just as an email, not an email campaign, sent through the customer journey, then based on dynamic segment. I think it's doable. But if it's an email campaign, I don't think that seems possible.

  • Suggested answer
    Susanne Sauer Profile Picture
    Susanne Sauer 45 on at
    RE: Creating/Using a dynamic email campaign

    Hi Ckitch,

    email campaigns generally consist of 3 elements:

    1. the email itself
    2. the segment (where you define your audience)
    3. and the customer journey (which combines the email and the segment)

    The filter you want to apply happens in the segment. That's where you define your audience using demographic or behaviour filters, or any other criteria in your CRM. Once you've got the segment defined and the email designed, you bring them together in the customer journey.

    If your segment is dynamic, it will automatically add future contacts that meet your defined criteria to your journey.

    Let me know if this helps - if so, please indicate as "verified".

    Susanne

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Announcing Forum Attachment Improvements!

We're excited to announce that attachments for replies in forums and improved…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,969 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,842 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans